Retirement Planning

Displaying 8408 results
RETIREMENT PLANNING JUL 03, 2014
Finra, SEC at odds over disclosure of bad behavior by brokers

In today's <i>Breakfast with Benjamin</i>, Finra and the SEC's mixed messaging over how much badly-behaved brokers need to disclose stirs up new discussion, plus more on Millennials, Obamacare and the Ukrainian conflict.

By Jeff Benjamin
RETIREMENT PLANNING JUL 01, 2014
Mutual fund fees in 401(k)s move lower, industry group says

A trade group's study says tough competition between fund managers is driving fees down &amp;mdash; but investors still may not be getting a good deal. Compare your fees to the averages.

By Trevor Hunnicutt
RETIREMENT PLANNING JUL 01, 2014
IRS cracks down on U.S. citizens living overseas

New taxes on foreign bank accounts and investments aim to limit tax evasion, but at what cost?

By lkonish
EQUITIES JUL 01, 2014
The grim reality of inflation without wage growth

On Friday's menu: Inflation without wage growth: Cause for concern? Plus: The Fed has painted itself into a corner, consumer stocks are likely to take a hit, bracing for Treasury yield volatility, silver outshines gold in June, and how to live to be 100.

By Jeff Benjamin
RETIREMENT PLANNING JUL 01, 2014
Target date funds to capture 63% of 401(k) contributions by 2018

Risk management, asset allocation features appeal to younger investors, study finds.

By CODONNELL
RETIREMENT PLANNING JUN 30, 2014
Guaranteed features propel indexed-annuity sales

With low interest rates providing few fixed-income investment options, broker-dealers see these as a good choice for clients, with more growth potential than CDs.

By Darla Mercado
RETIREMENT PLANNING JUN 30, 2014
Genworth eyes new approach to long-term-care insurance rate hikes

The firm is advocating for incremental changes over double-digit rate hikes after many years. But can this new method catch on?

By Darla Mercado
EQUITIES JUN 27, 2014
World stock markets get nervous as Iraq melts down

Plus: Deutsche Bank shows its hand with World Cup bets, Wall Street fines are a cash cow for the Treasury Dept., navigating Social Security before you retire, and eating at home gets pricey in a hurry.

By Jeff Benjamin
RETIREMENT PLANNING JUN 26, 2014
As more states recognize gay marriage, planning traps still await couples

Supreme Court could agree to rule on one of many appeals cases by this summer, and largely clear things up.

By Liz Skinner
RETIREMENT PLANNING JUN 26, 2014
Your doctor is making it her business to know about all about your buying habits

All-seeing medical eye: Health care companies are buying big data to get a window into patients lives.

By By Shannon Pettypiece and Jordan Robertson, Bloomberg.com
RETIREMENT PLANNING JUN 26, 2014
Fewer than half of women have an emergency fund

Report on women investors finds they are closing the financial literacy gap fast, but remain behind men in terms of confidence and knowledge.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 26, 2014
Galvin asks Congress to force 401(k) plan disclosures

Massachusetts' chief securities regulator Wiliam Galvin has asked Congress to force 401(k) plan disclosures, ratcheting up pressure to force transparency in retirement accounts.

By Gregory Crawford
RETIREMENT PLANNING JUN 26, 2014
How to reap the benefits of Social Security's rearview mirror

Claiming after age 66 can result in retroactive benefits.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 26, 2014
BlackRock extends reach into retirement business with new funds, indexes

Money manager turns focus to retirement income, distribution vs. accumulation.

By Darla Mercado
RETIREMENT PLANNING JUN 26, 2014
A new financial planning frontier for same-sex marriage

Advisers wanting to work with LGBT clients will have to stay current on the changing state laws and realize how their clients' residences can shape their retirement and estate planning.

By Darla Mercado
RETIREMENT PLANNING JUN 25, 2014
Bankrupt basketball star wishes he'd gotten an MBA

Antoine Walker made $110M, but blew it. Schools are launching executive MBAs for athletes like him.

By Bloomberg
RETIREMENT PLANNING JUN 25, 2014
Could earning less later in your career reduce your Social Security?

Find out whether your top years or final years determine your monthly benefit amount.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 24, 2014
Morningstar-HelloWallet deal ups the ante for financial wellness services

Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.

By Darla Mercado
RETIREMENT PLANNING JUN 23, 2014
Putnam's Reynolds to Congress: To grow the economy, help boost savings

Study tied to preserving tax incentives for 401(k) plans.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 23, 2014
More millionaires than ever in 2013

Surging equity markets and improving economies contributed to double-digit growth in both population and wealth levels.

By Minda Smiley